DealRoom Demo Library

A one-on-one conversation with a DealRoom customer about how they're applying AI at different stages of the deal lifecycle. Expect candid takeaways on what's working, what required adjustment, and how their team thinks about AI as part of their broader M&A strategy.

For the first time, we're revealing the results of the AI in M&A 2026 survey, developed in partnership with M&A Science. In this session, Kison Patel & Romana Kahn will share what hundreds of corporate development leaders said about how they're using AI today, where adoption is accelerating, and what's still holding teams back. Expect honest data, real benchmarks, and a frank discussion about what it means for the future of dealmaking.

AI is everywhere in M&A right now, but most teams are still running disconnected experiments instead of a strategy. This keynote lays out what "next level" actually looks like: AI that's purpose-built for the deal lifecycle, not generic tools bolted on after the fact. We'll close with a first look at what's new in the DealRoom M&A Operating System, built so every deal makes the next one smarter.

See how AI works inside a real deal workflow. In this live walkthrough, we'll highlight specific DealRoom features that help teams move faster—from surfacing pipeline insights to accelerating diligence—without adding complexity.

A user can ask a question in their own language about a document written in a different language and get the answer back in their language, with source excerpts

New to Buyer-Led M&A™? In this session, Kison Patel will introduce the core principles behind a more proactive, structured approach to dealmaking, including the five pillars of Buyer-Led M&A™.

VP of Product Jesse will deliver a keynote on the growing role of AI in Buyer-Led M&A™ and why it’s quickly becoming a critical advantage for modern corporate development teams.

In this interactive panel, experienced M&A practitioners share how they are evolving their approach to dealmaking in today’s environment. From shifting workflows to the adoption of new tools, including AI, panelists will discuss how teams are improving decision-making and driving greater efficiency across the deal lifecycle.

In this 15-minute live walkthrough, see how AI assists deal teams by capturing deal intelligence from email, surfacing insights from deal documents, and helping teams move faster from pipeline to diligence with less manual work.

In this one-on-one conversation, Dave Fields, Product Manager at DealRoom, sits down with Dan Furman of The Vertex Companies to explore how AI is transforming pipeline development and due diligence.

In this 15-minute session, see how corporate development teams move beyond spreadsheets, shared drives, and generic project tools to execute Buyer-Led M&A™ in a centralized platform, managing pipeline, diligence, and integration in one place.

Christina Ungaro, Chief M&A Officer at Qualfon, shares how switching to DealRoom solved their fragmented deal management challenges and created institutional knowledge.